Private Client Services

Understanding You

“We don’t see things as they are, we see them as we are.” –Anais Nin

We believe that understanding each client is the most important role we perform. Armed with a thorough understanding of how you see things, we can then build strategies and long-term solutions that provide a comfortable fit. This involves meeting with family members to gain a full understanding of family dynamics and concerns in order to set goals and priorities based on your vision.

For example, concerns and goals can be focused on:

Confidence that cash flow can be maintained for lifetimes

Balancing the need for income and growth between generations (older generations have the capital – and estate tax liability – while younger generations lack capital to drive growth and accumulation goals)

Establishing processes that incent younger generations rather than engendering a sense of entitlement

Vision – each family member has a different view as to the highest and best use of available resources

Family unity – how can we best utilize our human capital, intellectual capital and financial capital to unify generations

Strategy Development

We believe that preparing for life goals requires a great deal of analysis to determine what assets are available for growth and whether resources are available for causes and organizations the family cares about.

Strategies will be developed with our input – and yours – in order to work together over the long term to strengthen your financial condition. That means looking beyond the stark arithmetic and continually asking ourselves if results are tracking the goals you defined as important.

Putting It All Together

“There are no short cuts to any place worth going.” –Beverly Sills

We refuse to believe that the needs of our clients can be standardized. Clients are not deposited into preset buckets of asset classes in order to “service” a large number of clients. Rather, we bring solutions from a variety of areas that position client assets consistent with their beliefs, values, goals, interests and risk orientation.

When it comes to wealth management services, our advice combined with a deep bench of outside specialists allows us to coordinate seamless solutions for clients and their families. Of course, we are always open to work with a family’s existing advisors.

We believe that our understanding of you combined with the expertise of these specialists (for example, trust & estate attorneys, CPA’s, private bankers, trust officers, insurance specialists, valuation firms, personal security firms and bill pay services) allows us to deliver integrated, process-driven solutions that can strengthen financial capital, human capital and intellectual resources within the family for generations.

Passing More Than Assets

“Paradoxically, families often learn more about long-term wealth preservation through the process of learning to give away than by the process of learning to accumulate and spend.” –James E. Hughes, Jr.

We believe that families who have been successful sustaining wealth over generations can attribute success to a healthy environment that promotes communication, alignment of goals and shared values. In many cases, a common philanthropic goal can be the key to driving values across multiple generations.

We can assist families to establish guidelines for family meetings, develop and promote communication, create forums to perpetuate family values and prepare successor generations with leadership development and education.

PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. This market commentary is provided for informational and educational purposes only. It is not intended as and should not be used to provide investment advice and does not address or account for individual investor circumstances. Investment decisions should always be made based on the client's specific financial needs and objectives, goals, time horizon and risk tolerance. All opinions and views constitute our judgments as of the date of writing and are subject to change at any time without notice. Information was obtained from third party sources, which we believe to be reliable but not guaranteed. An index is an unmanaged weighted basket of securities generally representative of a certain market or asset class. An investment cannot be made directly in an index. Private investments may be considered more speculative than public investments and have aspects of illiquidity that need to be considered before investment. Private investments have suitability requirement standards that may be higher than public investments and there could be a risk of losing a portion or all of your investment.